TrueWealth Financial Partners’s Alibaba BABA Stock Holding History

TrueWealth Financial Partners’s Portfolio BABA Stock Details BABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$419K	Sell	4,361 -383	-8%	-$48K	0.17%	25
2026 Q1	$595K	Buy	+4,744	New	+$713K	0.24%	33
2025 Q4	–	Sell	-4,361	Closed	-$779K	–	52
2025 Q3	$779K	Buy	4,361 +75	+2%	+$9.83K	0.4%	21
2025 Q2	$486K	Buy	4,286 +373	+10%	+$44.2K	0.27%	23
2025 Q1	$517K	Buy	3,913 +6	+0.2%	+$692	0.31%	21
2024 Q4	$331K	Hold	3,907	–	–	0.21%	19
2024 Q3	$415K	Hold	3,907	–	–	0.25%	17
2024 Q2	$281K	Hold	3,907	–	–	0.18%	18
2024 Q1	$283K	Buy	3,907 +537	+16%	+$39.3K	0.2%	16
2023 Q4	$261K	Buy	3,370 +855	+34%	+$68.1K	0.2%	15
2023 Q3	$218K	Buy	2,515 +115	+5%	+$10.5K	0.18%	15
2023 Q2	$200K	Buy	2,400 +127	+6%	+$11.1K	0.17%	17
2023 Q1	$232K	Hold	2,273	–	–	0.2%	15
2022 Q4	$200K	Buy	+2,273	New	+$179K	0.19%	14
2022 Q3	–	Sell	-2,160	Closed	-$246K	–	14
2022 Q2	$246K	Buy	2,160 +230	+12%	+$22.6K	0.26%	14
2022 Q1	$210K	Buy	+1,930	New	+$222K	0.2%	14

Other funds holding BABA

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

TrueWealth Financial Partners's BABA Position: Q2 2026 in Review

TrueWealth Financial Partners reduced its Alibaba (BABA) stake by 8.1% in Q2 2026, selling an estimated $48K and leaving 4,361 shares worth $419K. The position accounts for 0.17% of the portfolio, ranked #25.

TrueWealth Financial Partners first reported a position in BABA in Q1 2022 and has held it in 16 quarters since. The position peaked at $779K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold BABA as of Q2 2026.

TrueWealth Financial Partners held 4,361 shares of Alibaba worth $419K as of Q2 2026.
TrueWealth Financial Partners sold 383 Alibaba shares in Q2 2026, an estimated $48K.
Alibaba made up 0.17% of TrueWealth Financial Partners's portfolio in Q2 2026, its #25 holding.
TrueWealth Financial Partners first reported a position in Alibaba in Q1 2022 and has held it in 16 quarters since.
TrueWealth Financial Partners's Alibaba position peaked at $779K in Q3 2025.
1,214 funds tracked by Wall St. Rank held Alibaba as of Q2 2026.

Based on TrueWealth Financial Partners's 13F filing for Q2 2026, filed 13 Aug 2026.